Foster Victor Wealth Advisors, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,020,319
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 266 | 2,020,319 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q2 2026 | 7/22/2026 | 254 | 1,904,012 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q1 2026 | 4/20/2026 | 243 | 1,749,767 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q4 2025 | 1/26/2026 | 232 | 1,716,574 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q3 2025 | 10/10/2025 | 221 | 1,606,821 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q2 2025 | 7/15/2025 | 203 | 1,475,115 | 13F-HR | Foster Victor Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.856 K
(0.1% of total reported value)
· QoQ Δ:
+1.647 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.684 M | 83.5% | 94.91 K | 0 | 94.91 K |
| ETFs | 309.7 K | 15.4% | 17.97 K | 0 | 17.97 K |
| Debt | 3.189 K | 0.2% | 49 | 0 | 49 |
| Other | 20.43 K | 1.0% | 1.741 K | 0 | 1.741 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
2,020,319
Holdings
266
QoQ value change ($000)
116,307
(6.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.